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Unaric Reports - Easily Create Reports from Salesforce Data
Report generation for Salesforce
Paid
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- Document GenerationAdmin & Developer ToolsDashboards & Reports
- Requires
- None
- Compatible With
- Sales CloudService CloudPlatform Cloud
Unaric Reports transforms Salesforce data into polished, branded reports in minutes. Automate delivery, integrate external data, and unlock AI-powered insights, all without leaving Salesforce.
Highlights
Build & Format Salesforce Reports With Ease Create branded reports using intuitive point‑and‑click editing, complete with charts, pivot tables, and conditional logic. Export reports to PDF, Excel, Word, PowerPoint CSV and more.
Automate & Deliver Reports Schedule hourly, daily, weekly, or set custom report delivery rules. Send via Email, Slack, Teams, FTP, cloud storage, and more, even to non-Salesforce users. Set smart parameters to skip empty reports or auto‑manage recipients.
Generate Reports in Multiple Formats Create, automate and send proposals, contracts, invoices, compliance reports, and onboarding documents using branded templates.
AI‑Powered Insights and summaries Let AI automatically highlight trends, anomalies, and key takeaways to generate executive summaries and alerts in real time.
Security and compliance Protected data with SOC 2 and GDPR compliance, role-based access, full audit logs, and encryption in transit and at rest for enterprise-grade security.
Why Choose Unaric Reports? Effortless report creation, automated workflows, intelligent insights, and enterprise-grade security, featuring easy set-up.
Provider Details
Unaric
London
Unaric’s mission is to help customers scale smarter, move faster and deliver better customer experiences by enhancing the Salesforce platform. We unify Salesforce applications, providing domain-specific products, supported by real people, that unlock AI investments quickly. Built for smarter working We bring over 100+ years of combined Salesforce experience to every application and process - all with the aim of helping teams work faster, scale smarter and deliver more with less. Power AI agents We help Salesforce-first enterprises turn scattered activity into structured, AI-ready data - so every application becomes part of a connected, intelligent system One Suite. One Experience. From communications through to payments, reporting, and training, our apps share a unified mission, data model, and support team. Beautifully simple Our applications are built to work seamlessly together inside your Salesforce org. Unaric provides the connecting fabric between Salesforce apps, resulting in cohesive user experiences.
Pricing Details
Unaric Reports offers a free version which allows you to run reports and dashboards at no cost. If you would like to send reports, documents, and dashboards, then please do get in touch with our team.